Plancorp, LLC
Plancorp, LLC is an SEC-registered investment advisor providing wealth management services. It was one of the first firms in the country to be CEFEX-certified and has maintained this certification for over 15 years.
Investment Strategy
Details on a specific investment strategy are not provided in the available information, but the firm uses a mix of ETFs and mutual funds in its holdings.
Latest 13F Filing Activity
Plancorp, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 371 equity positions with a total 13F market value of $3B. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Plancorp, LLC reduced exposure to Ishares TR, Schwab Strategic TR, Eli Lilly & Co. among others.
Top Holdings
Equity Positions (371)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 12.83% | $409.0M | 10,603,980 | $27.16 | $38.57 | +$24.0M |
D DFUS | DIMENSIONAL ETF TRUST | 10.39% | $331.2M | 4,572,240 | $47.10 | $72.44 | +$23.2M |
V VTI | VANGUARD INDEX FDS | 9.62% | $306.6M | 934,354 | $266.67 | $328.17 | +$59.9M |
D DFUV | DIMENSIONAL ETF TRUST | 8.18% | $260.8M | 5,836,699 | $31.60 | $44.69 | +$6.9M |
D DFIV | DIMENSIONAL ETF TRUST | 4.88% | $155.5M | 3,371,706 | $34.65 | $46.12 | +$18.0M |
Industry Allocation
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